Winch Advisory Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,493
-1.0%
24,089
-0.7%
1.28%
+1.1%
Q2 2023$3,527
+13.0%
24,249
+1.2%
1.27%
+4.6%
Q1 2023$3,122
-2.2%
23,958
+0.7%
1.21%
-11.0%
Q4 2022$3,191
-99.9%
23,797
-0.3%
1.36%
+27.1%
Q3 2022$2,493,000
-7.8%
23,859
-0.7%
1.07%
-3.0%
Q2 2022$2,705,000
-17.2%
24,024
+0.2%
1.10%
-2.8%
Q1 2022$3,268,000
-16.2%
23,976
-2.6%
1.14%
-11.9%
Q4 2021$3,900,000
-2.8%
24,628
+0.4%
1.29%
-7.8%
Q3 2021$4,013,000
+6.9%
24,518
+1.6%
1.40%
+3.6%
Q2 2021$3,753,000
+4.6%
24,127
+2.4%
1.35%
-6.1%
Q1 2021$3,587,000
+23.7%
23,564
+3.3%
1.44%
+19.3%
Q4 2020$2,899,000
+33.4%
22,811
+1.1%
1.20%
+31.0%
Q3 2020$2,173,000
+6.6%
22,571
+4.2%
0.92%
-5.1%
Q2 2020$2,038,000
+327.3%
21,670
+309.0%
0.97%
+308.9%
Q1 2020$477,000
-36.0%
5,298
-0.8%
0.24%
-32.9%
Q4 2019$745,000
+25.0%
5,342
+5.5%
0.35%
+13.9%
Q3 2019$596,000
+38.0%
5,064
+31.0%
0.31%
+37.8%
Q2 2019$432,000
+29.0%
3,865
+16.9%
0.22%
+21.6%
Q1 2019$335,000
+39.0%
3,306
+34.2%
0.18%
+38.1%
Q4 2018$241,000
-9.1%
2,464
+4.9%
0.13%
+0.8%
Q3 2018$265,000
-43.6%
2,350
-47.9%
0.13%
-47.4%
Q2 2018$470,000
-88.1%
4,511
-87.5%
0.25%
-89.1%
Q1 2018$3,953,000
+13.4%
35,946
+10.3%
2.32%
+10.5%
Q4 2017$3,486,000
+14.6%
32,595
+2.5%
2.10%
+6.0%
Q3 2017$3,041,000
-2.4%
31,812
-6.7%
1.98%
+0.9%
Q2 2017$3,116,000
+0.7%
34,088
-3.2%
1.96%
-0.1%
Q1 2017$3,094,000
+17.9%
35,224
+15.8%
1.96%
+8.7%
Q4 2016$2,625,000
+23.9%
30,419
-4.3%
1.81%
+4.6%
Q3 2016$2,118,000
+2724.0%
31,799
+2541.1%
1.73%
+1797.8%
Q2 2016$75,000
+8.7%
1,204
+4.0%
0.09%
-18.0%
Q1 2016$69,000
+56.8%
1,158
+72.8%
0.11%
+122.0%
Q4 2015$44,000
-4.3%
670
-10.4%
0.05%
-25.4%
Q3 2015$46,000
-97.5%
748
-97.2%
0.07%
-93.2%
Q2 2015$1,807,000
+4102.3%
26,664
+3687.5%
0.99%
+3852.0%
Q1 2015$43,000
+10.3%
704
+8.6%
0.02%0.0%
Q3 2014$39,000
+5.4%
648
+0.6%
0.02%
+13.6%
Q2 2014$37,000
-97.2%
644
-97.0%
0.02%
-97.3%
Q1 2014$1,305,00021,5020.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders